Peter West (CRD# 1209651) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Tulsa, OK and has over 16 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tyler Wealth Management | Southlake, TX | May 2021 - Current | 2 |
| Minnesota Life Ins Co | St Paul, MN | Mar 2015 - Current | 9 |
| Independent Financial Advisor | Tulsa, OK | Feb 2021 - May 2021 | < 1 |
| Securian Financial Services, Inc. | St Paul, MN | Mar 2015 - Nov 2015 | < 1 |
| Securian Advs Midamerica Inc. | Tulsa, OK | Mar 2015 - Nov 2015 | < 1 |
| Principal Life Insurance Company | Broken Arrow, OK | Jul 2014 - Feb 2015 | < 1 |
| Princor Financial Services Corporation | Broken Arrow, OK | Jul 2014 - Feb 2015 | < 1 |
| Dewaay Financial Network | Broken Arrow, OK | Apr 2009 - Jul 2014 | 5 |
| Morrow Wealth Management | Southlake, TX | Feb 2008 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
| S63 | Uniform Securities State Law Examination | Oct 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management17MILLIONS
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Total Number of Accounts149ACCOUNTS
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Average Account Value$113,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, ID, MT, NJ, OK, TX
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